US natural gas: blue hydrogen tightens global LNG markets?
…supplies? Our global LNG supply model sees global LNG supplies ramping up by 280MTpa to almost 700MTpa by 2030, and even this is insufficient to meet global LNG demand, we…
Global LNG: offtake contracts and spot market development?
…half of a 500MTpa global LNG market could be traded spot, up from 35-40% in 2024. 25 major LNG companies offtook, marketed and sold 65% of the world’s LNG, as…
LNG as a Shipping Fuel: the Economics
…diesel pricing, it should be economical to fuel newbuild ships with small-scale LNG; and in the US it should be economical to convert pre-existing ships to run on small-scale LNG….
LNG liquefaction: the economics?
…price, Capex/tpa, Opex/mcf, Utilization, Thermal Efficiency, LNG shipping distance, LNG tanker rates, and liquids cuts. LNG project capex is modeled in detail, built up across 5 x 10 categories, averaging…
LNG transport: shipping economics?
…which yields a total transport cost of $130k/day or $1/mcf of delivered LNG. Transportation distance is the most important cost driver for large-scale shipping. An LNG tanker pays a fixed…
Liquefied CO2 carriers: CO2 shipping costs?
…Best placed to capture the opportunity are companies with existing experience in LNG, and LNG shipping. Economics of CO2 shipping in this data-file can also be compared with LNG shipping….
LNG Ships: a new record-setter?
…our data-file here. There is upside to LNG demand in large, fuel-intensive ships, especially cruise- and container ships, after IMO 2020. Small-scale LNG may offer an economic “bridge”, while bunkering becomes increasingly…
LNG shipping: company screen?
This data-file is a screen of LNG shipping companies, quantifying who has the largest fleet of LNG carriers and the cleanest fleet of LNG carriers (i.e., low CO2 intensity). Many…
Decarbonized gas: ship LNG out, take CO2 back?
Can you transport CO2 in LNG carriers? This 14-page report explores an option to decarbonize global LNG: (i) capture the CO2 from combusting natural gas (ii) liquefy it, including heat…
LNG trucks: Asian equation?
LNG trucking is more expensive than diesel trucking in the developed world. But Asian trucking markets are different, especially China, where exponentially accelerating LNG trucks will displace 150kbpd of oil…